The Best Financial Planners
We graded 34 companies on seven things customers actually report: satisfaction, reliability, workmanship, value, momentum, track record and how owners handle complaints.
From 2,621 Google reviews of 34 top-rated financial planners nationwide. Updated November 2, 2026.
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Best financial planners for tax problem consulting
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West Financial Services LLCHow Job match is calculatedBuilt only from reviews Google tagged “Tax problem consulting”:Stars on this job 55%5.00★Number of such jobs 25%6Overall Experts Score 20%100Job match= 97Stars are pulled toward the category average (4.93★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.97
Plaza Tax AdvisorsHow Job match is calculatedBuilt only from reviews Google tagged “Tax problem consulting”:Stars on this job 55%5.00★Number of such jobs 25%5Overall Experts Score 20%91Job match= 93Stars are pulled toward the category average (4.93★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.93Job match = this company’s ★ on reviews Google tagged “Tax problem consulting” (shrunk toward the category average when there are few), how many such jobs it has done, and its overall Experts Score.
What customers said about tax problem consulting
Plaza Tax AdvisorsThe folks at Plaza Tax Advisors are Honest, Very Kind, Very Knowledgable & have their clients Best Interest First & Foremost. They are Real People that have been where you're at, so they understand our situations. It is a Family, Peter Friendly Atmosphere.
West Financial Services LLCTaucier is awesome! Her portal makes everything so easy, she is full of good advice, explains things in very easy-to-understand ways, and always has a smile on her face! If you're looking for a CPA, Taucier look no further!
Plaza Tax AdvisorsI am very pleased with Kristen on my taxes this year. She did a fabulous job. I recommend Her any time she’s very professional, very knowledgeable and very honest when she does your taxes
Plaza Tax AdvisorsCannot speak more highly about this business. They're seriously some of the best customer service I have ever had. They're so nice and considerate. Jacob is who I worked with and he explained everything and was so nice and talked me through everything. There is also a women at the front desk who is the sweetest…
Plaza Tax AdvisorsI always feel John is up to date on all tax laws. He is always willing to share advice and spends more than enough time working with me. Pete was there for me even in the off season. He gave my elderly mom advice after the passing of my dad. The staff is friendly and very accommodating. Thank you!
Plaza Tax AdvisorsI can’t say enough great things about this tax company and especially about Shannon. From start to finish, the experience was smooth, professional, and completely stress-free. Shannon went above and beyond—she was incredibly knowledgeable, patient, and took the time to explain everything clearly. It was obvious she…
Overall ratings
Experts Score 0–100Experts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. and a letter grade per factor (A = top 20% of financial planners).
| # | Company | ScoreExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. | FactorsFactor grades, in orderSatisfaction (54%): Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Reliability (24%): How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Craft & service (0%): Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Value (14%): Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Momentum (0%): Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Replies to reviews (7%): How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.One letter per factor score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = below 20. | ★Google star rating as shown on Google Maps. | Typical billMedian bill customers of this company reported in their reviews (needs 3+ priced reviews). |
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| 1 | West Financial Services LLCDeltona, FL | A 100How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%99+25.8Value 15%100+15.2Experts Score= 100Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 2 |  Andres Zambrano: Financial Advisor, Regal Financial GroupDeltona, FL | A 100How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%100+69.2Reliability 31%99+30.5Experts Score= 100Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 5.00 | — |
| 3 |  Oxford Advisory Group | Financial AdvisorsDeltona, FL | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%98+57.5Reliability 26%99+25.8Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 4.99 | — |
| 4 | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%100+69.2Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 5.00 | — | |
| 5 |  First Command Financial Advisor - Thomas BenavidesKnoxville, TN | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%98+25.6Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 6 |  Rather & Kittrell Capital ManagementKnoxville, TN | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%99+30.5Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 4.99 | — |
| 7 |  Financial Partners of TN, LLCKnoxville, TN | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%97+25.3Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 8 |  Chessman Wealth StrategiesIrving, TX | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%97+25.3Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAA– | 5.00 | — |
| 9 |  Mills Wealth AdvisorsIrving, TX | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%98+25.6Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAA– | 5.00 | — |
| 10 |  ArcaSomersworth, NH | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%97+25.3Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 11 |  Superior Retirement SolutionsNewark, OH | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 5.00 | — |
| 12 |  Chase C. Smith - Financial AdvisorDeltona, FL | A 98How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%97+25.3Value 15%97+14.8Experts Score= 98Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAA– | 5.00 | — |
What jobs cost
What customers paid, from the price Google asks reviewers to report.
| Job | Low25th percentile: 1 in 4 customers paid less than this. | TypicalMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range). | High75th percentile: 1 in 4 customers paid more than this. | FairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”. |
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Financial Planners at a glance
How the 34 financial planners we rated compare, and what customers praise most.
Experts Score grades
A = score 80+, F = below 20.
- Grade A3088%
- Grade B39%
- Grade C00%
- Grade D13%
- Grade F00%
Google ratings
Average stars per company.
- 4.90★ and up2574%
- 4.80–4.89★721%
- 4.60–4.79★13%
- Below 4.60★13%
What customers praise
Share of Google review highlights.
- Quality8225%
- Professionalism9730%
- Responsiveness8025%
- Punctuality00%
- Value6420%
Was the price fair?
All price verdicts left with reviews.
- Great price13255%
- Reasonable9339%
- Overpriced21%
- Not sure135%
Price verdicts by year
Share calling it great / reasonable / overpriced.
How we grade
Satisfaction (54%) — Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.
Reliability (24%) — How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.
Craft & service (penalty, up to −10) — Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.
Value (14%) — Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.
Momentum (penalty, up to −10) — Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.
Replies to reviews (7%) — How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.